Element Wealth’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Element Wealth’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$495K	Sell	948 -5	-0.5%	-$2.5K	0.19%	118
2026 Q1	$442K	Sell	953 -2	-0.2%	-$969	0.18%	119
2025 Q4	$459K	Sell	955 -10	-1%	-$4.73K	0.19%	113
2025 Q3	$448K	Sell	965 -13	-1%	-$5.86K	0.19%	108
2025 Q2	$431K	Buy	978 +16	+2%	+$6.64K	0.2%	99
2025 Q1	$404K	Sell	962 -21	-2%	-$9.08K	0.22%	87
2024 Q4	$418K	Sell	983 -23	-2%	-$9.96K	0.22%	81
2024 Q3	$426K	Sell	1,006 -2	-0.2%	-$813	0.23%	84
2024 Q2	$394K	Sell	1,008 -33	-3%	-$12.8K	0.22%	85
2024 Q1	$414K	Buy	1,041 +134	+15%	+$51.6K	0.24%	80
2023 Q4	$342K	Sell	907 -133	-13%	-$46.5K	0.21%	91
2023 Q3	$348K	Sell	1,040 -9	-0.9%	-$3.12K	0.25%	76
2023 Q2	$361K	Hold	1,049	–	–	0.25%	74
2023 Q1	$349K	Sell	1,049 -8	-0.8%	-$2.66K	0.26%	77
2022 Q4	$350K	Hold	1,057	–	–	0.29%	74
2022 Q3	$304K	Hold	1,057	–	–	0.28%	69
2022 Q2	$325K	Sell	1,057 -12	-1%	-$3.92K	0.32%	69
2022 Q1	$371K	Sell	1,069 -12	-1%	-$4.16K	0.3%	64
2021 Q4	$393K	Sell	1,081 -50	-4%	-$17.8K	0.3%	63
2021 Q3	$383K	Hold	1,131	–	–	0.31%	60
2021 Q2	$390K	Hold	1,131	–	–	0.3%	59
2021 Q1	$373K	Sell	1,131 -265	-19%	-$83.6K	0.31%	57
2020 Q4	$427K	Sell	1,396 -168	-11%	-$48.9K	0.4%	52
2020 Q3	$434K	Hold	1,564	–	–	0.46%	43
2020 Q2	$403K	Sell	1,564 -527	-25%	-$130K	0.46%	43
2020 Q1	$458K	Sell	2,091 -47	-2%	-$12.5K	0.63%	28
2019 Q4	$610K	Buy	+2,138	New	+$589K	0.62%	29

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Element Wealth's DIA Position: Q2 2026 in Review

Element Wealth reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.52% in Q2 2026, selling an estimated $2.5K and leaving 948 shares worth $495K. The position accounts for 0.19% of the portfolio, ranked #118.

Element Wealth first reported a position in DIA in Q4 2019 and has held it in 27 quarters since. The position peaked at $610K in Q4 2019. 1,446 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Element Wealth held 948 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $495K as of Q2 2026.
Element Wealth sold 5 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $2.5K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.19% of Element Wealth's portfolio in Q2 2026, its #118 holding.
Element Wealth first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 27 quarters since.
Element Wealth's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $610K in Q4 2019.
1,446 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.